Products

Morningstar Inc. introduced the industry's first strategic beta exchange-traded product (ETP) classification system, to help investors better identify, compare and analyze strategic beta investment products.

As software, applications (apps) and technological devices continue to evolve, they will effectively support rather than replace retirement plan advisers.

Beaumont Capital Management (BCM), provider of quantitative ETF-based investment portfolios, launched the new strategies on the ASSETMark platform.

A new white paper from consulting and communication solutions firm ShoeFitts Marketing helps financial advisers establish and adhere to key social media best practices.

BlackRock shuttered several funds in its exchange-traded fund (ETF) line, including 10 target-date ETFs.

TIAA-CREF launched PlanFocus, a new website for retirement plan sponsors.

Exchange-traded fund (ETF) investment strategist iSectors LLC says its Post-MPT Growth Allocation product is now available as a collective investment fund (CIF) for tax-qualified, employer-sponsored defined contribution (DC)...

National broker/dealer Securities America has partnered with Medicare BackOffice to deliver licensed Medicare advice to individuals within the retirement planning context.

The retirement and benefit consulting firm USI Consulting Group has begun offering retirement planning and consulting services that include guaranteed lifetime income solutions for defined contribution (DC) plan...

Invesco PowerShares Capital Management, LLC listed the PowerShares LadderRite 0-5 Year Corporate Bond Portfolio (LDRI) on the NASDAQ.

Redtail Technology and Finance Logix have partnered to integrate new analytical tools to support individualized client financial planning within the Redtail CRM system.

DALBAR Inc., which provides evaluation and accreditation of retirement plan service providers, has rendered a positive opinion on the methodologies used by the AXIS Retirement Analytics Platform.

Aspire Financial Services launched an enhanced 403(b) enrollment and client service portal.

The Guardian Life Insurance Company of America says more than eight in 10 (81%) of its financial representatives regularly engage with clients  and prospects on social media channels.

Redtail Technology and Morningstar have partnered to integrate proprietary investment research and portfolio analytics within new client relationship management (CRM) software tools for advisers.

John Hancock Retirement Plan Services (RPS) released a new website and online tool set that helps advisers simplify 401(k) plan management.

The Guardian Insurance & Annuity Company, Inc. (GIAC) added 21 investment options to The Guardian Choice and The Guardian Advantage group retirement plan products.

Software developer NextCapital Group says it is building digital portfolio management and advice delivery tools that have the potential to reshape the defined contribution (DC) retirement plan industry.

Pentegra Retirement Services introduced the “Pentegra SmartPath,” a new brochure that details recommended progressive 401(k) plan design best practices.

Unified Trust Company has partnered with Castle Rock Innovations to implement the AXIS Retirement Analytics Platform for plan cost and performance benchmarking purposes.